Plan Snapshot
- Plan Sponsor: Etison, LLC
- Sponsor EIN: 465223108
- Sponsor Address: 3443 W. BAVARIA STREET, EAGLE, ID, 83616
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 131 | $8.0M | $532,935 | $894,675 |
| 2023 | 200 | $6.6M | $555,915 | $943,838 |
| 2022 | 188 | $4.8M | $432,125 | $813,053 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| COOPER NORMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COOPER NORMAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $29,274 | $24,946 | — | — | — |
| 2023 | $21,203 | $18,470 | — | — | — |
| 2022 | $16,015 | — | — | — | — |